FWD Latest Thoughts, Research and Ideas

Global Markets Update Monday 2 July 2018

02 Jul 2018
Global Markets Update Monday 2 July 2018
Global M&A activity reached $2.5tn in the first half of 2018, an all-time high for the start to a year and up 65% compared to the same period the previous year amid surging deals in the US media and telecoms sectors.

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Global Markets Update Monday 25 June 2018

25 Jun 2018
Global Markets Update Monday 25 June 2018
Donald Trump threatened another $200bn in tariffs on imports from China and targeted European car makers too.

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Global Markets Update Monday 18 June 2018

18 Jun 2018
Global Markets Update Monday 18 June 2018
President Donald Trump and Kim Kong Un met in Singapore. The US agreed to suspend military exercises with South Korea and to lift sanctions against North Korea provided North Korea progresses with nuclear disarmament.

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Global Markets Update Monday 11 June 2018

11 Jun 2018
Global Markets Update Monday 11 June 2018
The G7 summit in Canada ended in acrimony over tariffs, with Donald Trump leaving early to attend a meeting with North Korean leader Kim Jong Un in Singapore. The summit highlighted the rift between the US president and its key partners.

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Global Markets Update Tuesday 4 June 2018

04 Jun 2018
Global Markets Update Tuesday 4 June 2018
Global stocks were unsettled by news that Italy’s proposed coalition government appeared to have fallen apart, raising fears that new elections would turn into a referendum on Italy’s membership of the euro. While stocks fell and peripheral eurozone bonds fell, core bonds rallied. Spain’s government also fell.

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Global Markets Update Tuesday 22 May 2018

22 May 2018
Global Markets Update Tuesday 22 May 2018
US bond yields moved decisively above 3.0% for the first time in seven years, and oil prices breached $80 a barrel.

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Global Markets Update Tuesday 8 May 2018

08 May 2018
Global Markets Update Tuesday 8 May 2018
The US dollar strengthened as weak economic data in the UK and eurozone caused investors to reassess the chances of rate rises. In contrast, US inflationary pressures continued to accelerate.

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Global Markets Update Monday 30 April 2018

30 Apr 2018
Global Markets Update Monday 30 April 2018
Global stockmarkets were mixed as investors digested first-quarter earnings against the backdrop of the threat of trade tariffs, US sanctions against Russian groups, higher oil prices, rising bond yields and volatile foreign exchange markets.

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Global Markets Update Monday 23 April 2018

23 Apr 2018
Global Markets Update Monday 23 April 2018
Global stocks gained ground, while bond markets retreated amid fears the Fed would accelerate its path of interest rate increases. North Korea pledged to suspend nuclear and missile tests.

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Global Markets Update Monday 16 April 2018

16 Apr 2018
Global Markets Update Monday 16 April 2018
Global stockmarkets edged higher as trade tensions between the US and China appeared to ease. However, after markets closed on Friday night, the US, Britain and France launched air strikes against Syria as civilians were harmed by an alleged chemical weapon attack.

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